FreeAgent + ServiceM8

FreeAgent + ServiceM8 integrations

Create new FreeAgent contacts for each new ServiceM8 client

Easily manage your client contact list with this convenient workflow. When a new client is added in ServiceM8, the details are instantly used to create a new contact within the FreeAgent app. This seamless process helps you keep track of your client information, making your business operations more efficient and streamlined.

When this happens...
New ClientTriggers when a new Client is created.
TriggerInstant
automatically do this!
Create ContactTriggers when you add a new contact.
ActionWrite

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More things you can do with ServiceM8 and FreeAgent

Discover other triggers and actions you can use with ServiceM8 and FreeAgent

- Job Category
Trigger
Instant
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New Client
Triggers when a new Client is created.
Trigger
Instant
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- Job Category
Trigger
Instant
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- Customer Name
- Job Status
  Required
- Job Address
- Billing Address
- Job Description
- Purchase Order Number
- Work Completed
- Job Contact First Name
- Job Contact Last Name
- Job Contact Phone
- Job Contact Mobile
- Job Contact E-Mail Address
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Phone
- Billing Contact Mobile
- Billing Contact E-Mail
Action
Write
- Status
Trigger
Polling
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New User
Triggers when a new user is added.
Trigger
Polling
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- Project
  Required
- Name
  Required
- Status
  Required
- Is Billable?
- Billing Rate
- Billing Period
Action
Write

- Queue
  Required
- Job Category
Trigger
Instant
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- Completed By
- Form Type
  Required
Trigger
Instant
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- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
New Contact
Triggers when you add a new contact.
Trigger
Polling
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- Project
  Required
Trigger
Polling
Try It
- Organisation Name
- First Name
- Last Name
- Email
- Phone Number
- Address (Line 1)
- Address (Line 2)
- Town
- Region
- Postcode
- Country
Action
Write

About FreeAgent

FreeAgent is accounting software simplified. It provides a simplified way for freelancers and small business owners to manage their books and invoicing.

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Related categories

Accounting

About ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.

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Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create tasks in FreeAgent when jobs are completed in ServiceM8

Related Zap Templates

Create tasks in FreeAgent when jobs are completed in ServiceM8